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Disclosery

Everhart Financial Group, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 398,459 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 398,459 shares
    Change vs previous 13F -1,635 shares

    0.72% of the 13F portfolio, value $11,678,844.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 400,094 shares
    Change vs previous 13F -21,881 shares

    0.74% of the 13F portfolio, value $11,586,714.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 421,975 shares
    Change vs previous 13F -3,788 shares

    0.9% of the 13F portfolio, value $10,591,564.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 425,763 shares
    Change vs previous 13F -25,994 shares

    1.03% of the 13F portfolio, value $11,167,755.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 451,757 shares
    Change vs previous 13F -12,336 shares

    1.16% of the 13F portfolio, value $11,614,679.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 464,093 shares
    Change vs previous 13F +7,270 shares

    1.28% of the 13F portfolio, value $11,059,330.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 456,823 shares
    Change vs previous 13F -1,205 shares

    1.34% of the 13F portfolio, value $9,835,406.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 458,028 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $10,397,230.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).